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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,426 | $60,349-29.7% | $74,184-42.8% | $62,881-32.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.86% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,762 | $1,680+64.4% | $2,370+16.5% | $2,281+21.1% |
| Participant deferral / active EE | $2,762 | $2,856-3.3% | $3,550-22.2% | $3,203-13.8% |
| Admin fee / account holder | $9 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |